Bay Area Rapid Transit: Retirement Plans

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The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy, and ongoing administrative issues relating to the Plans. The meetings are open to the public and Participants are encouraged to attend. (Persons wishing to address the Committee during the meeting must complete a Speakers Request Card when they enter that day's meeting so that they may be added to the agenda).

Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings. View the Guest Speaker Card and Zoom instructions

Meetings of the BART Investment Plans Committee
2022 Meeting Dates Fund Manager Agenda Minutes
January 26, 2022 Strategic Planning View Agenda View Minutes
February 23, 2022 Galliard Capital Management View Agenda View Minutes
March 23, 2022 SSgA View Agenda View Minutes
April 27, 2022 Harding Loevner View Agenda View Minutes
May 25, 2022 Templeton View Agenda View Minutes
June 22, 2022 DoubleLine View Agenda View Minutes
July 27, 2022 William Blair View Agenda View Minutes
August 24, 2022 JP Morgan Chase View Agenda View Minutes
September 28, 2022 Westwood View Agenda View Minutes
October 26, 2022 Dodge & Cox View Agenda View Minutes
November 16, 2022 T. Rowe Price View Agenda
December 7, 2022 Open View Agenda

Contact Your Representative

Ryan Bertrand
Ryan Bertrand,
Retirement Plans Specialist
(202) 759-7187
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
Ray Ortiz,
Retirement Plans Specialist
(202) 759-7126